Wealth & Investment Management (& WealthTech) Mergers & Acquisitions:
The Expected Rapid Consolidation of the Wealth Management, Investment Management, & WealthTech Markets Over the Coming Three-to-Five Years
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Date Published: August 7, 2024
Summary PowerPoint Deck: 529 Slides
Reference PowerPoint Deck: 2,509 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place in the retail banking, insurance, wealth & investment management, and FinTech markets, including acquisitions by private equity firms. Retail banks have acquired other banks, brokerage firms, & investment management firms. Insurance companies have acquired other insurance companies, independent broker/dealers, and investment management firms. Full-service brokerage firms have acquired other full-service brokerage firms and investment management firms. And investment management firms have acquired one another. Originally on the sidelines, and now in the limelight, the FinTech market has also been consolidating rapidly. This research profiles the thousands of transactions that have taken place and lays the groundwork for expected mergers & acquisitions over the coming decade. This research is part of Tiburon's strategic issues series.
This research starts with a context setting chapter, and then addresses the historical phases of wealth & investment management mergers & acquisitions, including:
This research defines distinct financial services industry mergers & acquisitions market segments, including:
Date Published: August 7, 2024
Summary PowerPoint Deck: 529 Slides
Reference PowerPoint Deck: 2,509 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place in the retail banking, insurance, wealth & investment management, and FinTech markets, including acquisitions by private equity firms. Retail banks have acquired other banks, brokerage firms, & investment management firms. Insurance companies have acquired other insurance companies, independent broker/dealers, and investment management firms. Full-service brokerage firms have acquired other full-service brokerage firms and investment management firms. And investment management firms have acquired one another. Originally on the sidelines, and now in the limelight, the FinTech market has also been consolidating rapidly. This research profiles the thousands of transactions that have taken place and lays the groundwork for expected mergers & acquisitions over the coming decade. This research is part of Tiburon's strategic issues series.
This research starts with a context setting chapter, and then addresses the historical phases of wealth & investment management mergers & acquisitions, including:
- Regulation Phase
- Initial Acquisitions Phase
- Glass Steagall Repeal Phase
- Wealth & Investment Management Phase
- FinTech Phase
This research defines distinct financial services industry mergers & acquisitions market segments, including:
- Retail Bank Mergers & Acquisitions
- Insurance Company Mergers & Acquisitions
- Wealth & Investment Management Firm Mergers & Acquisitions
- FinTech Firm Mergers & Acquisitions
- Substantial Growth in Wealth & Investment Management Mergers & Acquisitions
- Fastest Growth in Wealth Management & WealthTech Firms Mergers & Acquisitions
- Private Equity Firms Continuing as Frequent Acquirors of Wealth & Investment Management Firms
- Continued Regulatory Pressure to Place Limitations on Large Wealth & Investment Management Mergers & Acquisitions Under President Biden Administration
- Mixed Movements in Transaction Values, with Fee-Based Wealth Management Firms, Alternative Investments Management Firms, and Recurring Fee Platform Oriented WealthTech Firms Earning the Highest Multiples
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Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
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Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
